Finance - Asset & Wealth Management Client Analyst

Client Analyst will support a busy and highly successful Executive Wealth Management office. The ideal candidate would possess at least two years of administrative/operations support experience in a corporate environment and have a passion to learn and grow in financial services.As the main point of contact in the client on-boarding process, responsibilities for the role include:Managing the pipeline of new business opportunities in SalesforceCounseling on-boarding, data management and contractingPreparing, submitting, and tracking of new accounts through to funding Introducing clients and providing clients with an overview of website featuresMonitor and resolve client billing and contract issues Schedule client meetings and support counseling Quality requirementsAssist with tax season activities, including tax return quality control, estimated payments and e-filingPrepare documents for 3rd party investment accounts; interfacing with the Data Integration team to resolve issuesComplete required paperwork for asset transfer and account service requests (e.g., banking services, statement LOAs, POA, beneficiary designations, etc.)Interface with internal groups to complete various investment and operational tasks, including various items relating to accountsSpecial Investments and Private Equity requestsFixed Income groups for keep/sell analyses and funding exceptions Client Data Management for data management and updating of recordsInitiating and tracking status of Annual Letter Mailings Completion of call backs and knowledge-based authentication as requiredComplete positive/negative consent client emails, handle exception tracking and commentsRegional subject matter expert for roll out of new policies/procedures or initiatives from Private Wealth Management or OperationsRequest Morningstar reports from Private Wealth ManagementQualifications:Proficiency in Word, Excel, PowerPoint, and Outlook requiredA minimum of 2-5 years of work experience in a professional corporate environment.Strong written and verbal communication skillsBachelor’s degree required Working knowledge of Word, Excel, Outlook, and PowerPointAbility to work in a fast-paced environment and think clearly under pressureExcellent communications skills; team focusedExtremely organized and detail-orientedCompletion and passing of the SIE is preferredExperience in financial services is preferred but not requiredExtremely organized and detail-oriented Client service experience